I2A2 CPE Summit: Mid-Year Review! (4 hours - morning) – 1 Tech & 3 [NT] – NEW ADDITION! – Webcast

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Jun 23, 2021

Registration: 7:30 AM / Program: 8:00 AM - 11:30 AM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Join us for four hours of engaging and valuable CPE content from six experts. We promise you the best of both world–quality CPE on current topics, delivered in an efficient form. Attendees will enjoy a wide range of subjects from an Accounting & Auditing update to workforce trends to communication tips, etc. Perfect for putting variety into your CPE!

Designed For

All CPAs, whether in business and industry, government, or public accounting.


  • Recall the value of strategic planning for every organization
  • Identify best practices for hiring and retaining a hybrid workforce
  • Describe recently issued changes to US GAAP and recognize changes happening in US GAAS.
  • Identify methods to assess the effectiveness of your current strategic plan and define the steps to updating your plan.
  • Identify various effective marketing and selling strategies.
  • Recognize the "story" in your data.
  • Demonstrate and explain why storytelling is an effective method of getting your recommendations across to your audience.
  • Recall various trends shaping the future of business, organizations, and workplaces.

Major Subjects

Panel: Strategy 2.0
Recall the value of strategic planning for every organization.

Out of Office–Hiring & Retention for a Hybrid Workforce
Karl Ahlrichs, SHRM-SCP, CSP

In today’s “new normal” environment, a distributed workforce is part of organizational reality. What works? What fails? This discussion covers the topic from both the viewpoint of the human resources and from the operational side of the Manager’s desk. These challenges include hiring the right resources and tracking employee performance. Our presenter is an HR Professional with direct experience in making this work in the Finance and Accounting field.

Accounting and Auditing Update
Melisa Galasso, CPA, CSP

This course will look at the recent activities of FASB and AICPA, focusing on standards effective in the current year. We’ll look at the impact of the new standards and how you can prepare to implement them in a practical way. Describe recently issued changes to US GAAP and recognize changes happening in US GAAS.

Mid-Year Course Correction Strategies
Jennifer Elder, CPA, CSP

Don’t Run Aground: Just because you prepared a plan for the year doesn’t mean it’s good for a year. We live in a volatile, uncertain, complex, ambiguous, speedy world that seems to change daily. This session will walk you through reviewing your current strategic plan and how best to make course corrections that will ensure your annual plan is relevant throughout the entire year. Identify methods to assess the effectiveness of your current strategic plan and define the steps to updating your plan.

Eliminate a Revenue Drought
Ed Robinson, CPA, CSP

Sustainability comes down to sales and marketing. Are your strategies driving revenue and creating a positive client
experience? This powerful, interactive course will give you the skills to design a structured process for developing long-term, mutually beneficial client relationships. This course will also include strategies for you to become a business developer within your organizations. You will walk away with the skills, processes, and tools to grow your organization and increase revenue.

There is a Story in Your Data
Jim Lindell, CPA, CSP

Hidden within your business operations are the stories about customers, vendors, and employees. If we know where to look, behavioral aspects and indicators of actions to come can be identified. We will identify tools for Business Intelligence and Data Analytics, review examples of stories in your data, and recognize the evolution of accountants due to BI and DA.

Taking the Numb Out of Numbers–Presenting Financial Information
Peter Margaritis, CPA, CSP

Bring financial information to life and use it to communicate a story to your audience, focusing on simplicity and ease of interpretation. Translate accounting/financial language into plain English through similar and understandable context. Recognize the value of using charts and pictures in your in financial presentations. Design your PowerPoint presentation so that the audience’s brain doesn’t get overloaded. Demonstrate and explain why storytelling is an effective method of getting your recommendations across to your audience.

Panel: Future Trends: 2021 and Beyond
Recall various trends shaping the future of business, organizations, and workplaces.

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Karl Ahlrichs


Karl Ahlrichs SHRM-SCP, SPHR, CSP is a business generalist, human capital consultant and risk management expert. He also has the answers to today’s questions.

  • How do organizations use ethics and integrity to reinforce a high performing culture?
  • How to select new hires that align with the organization's purpose?
  • Why are “best practices” obsolete?
  • When to take control? When to let go?
  • What to do next to improve performance and accountability?

Karl has lived (and worked) in the real world of business. Today, he is finishing up a book project on coming ethical issues in the workplace for 2021 and beyond, and is doing "thought leader" work on applying LEAN methods to Human Capital.

He has run a career center in Louisiana, another in Appalachia, and helped restructure Apple computer in Silicon Valley. He has directed videos in Chicago, marketed software in Orlando, launched an office of Right Management Consultants in San Diego, and consulted on Human Resources, LEAN processes and Employee Benefits in Indianapolis. Karl’s client list represents a diverse group of associations, organizations, Fortune 100 companies, educational institutions, and businesses in every service, product and business category.

Specialties: Helping organizations survive by improving benefits effectiveness and customer retention. Expert in the selection of high performers, and applying LEAN theory to HR (and vice versa.)


Jennifer Elder


Jennifer H. Elder, CPA, CMA, CIA, CFF, CGMA is a keynote speaker, trainer, and business coach dedicated to business transformation. For more than 20 years, she has been helping businesses by peeling back the layers of “administrivia” and finding the hidden strengths and core values that make you and your company awesome. Ms. Elder works with businesses to develop a compelling business strategy that is quick to implement that transforms your company from what you are now to what you have always wanted to be. Known for being energetic and enthusiastic, Ms. Elder has been delivering high-quality, customized training that make complicated topics easy to understand, relevant, and useful for years. She has conducted seminars for the Fortune 500, US Government, State CPA Societies, and CPA Firms in 33 states. Her sessions are highly interactive, full of discussion, and even entertaining. Ms. Elder received her BA from the University of Massachusetts and an MS in Organizational Management from Antioch University New England.


Melisa Galasso


Melisa F. Galasso is the founder and CEO of Galasso Learning Solutions LLC. A CPA with nearly 20 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting.

Her passion is providing high-quality CPE that is meaningful, creates efficiencies and improves quality, and positively impacts ROI. She also supports essential professional development, audit level training, and train the trainer efforts.

Melisa is a Certified Professional in Talent Development (CPTD) and has earned the Association for Talent Development Master Trainer™ designation. Her passion for instructional design and adult learning techniques is one of the differentiators that set her apart from other CPE providers.

She also serves on the FASB’s Not-for-Profit Advisory Committee (NAC), AICPA Council, and the VSCPA’s Board of Directors. She previously served on the AICPA’s Technical Issues Committee (TIC) and is a past-Chair of the NCACPA’s A&A committee.  In addition, Melisa authors the AICPA’s State and Local Government Guide and serves as a SME for the Center for Plain English Accounting.

Melisa is a 2020 Enterprising Women of the Year Award recipient and was honored as a “40 under 40” by CPA Practice Advisor in 2017, 2018, and 2019. She was also named the 2019 Rising Star by her regional NAWBO chapter, received the Don Farmer award for achievement in technical content instruction, and earned several other awards for public speaking and technical training.


James Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects.
James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of the National Speakers Association.

Jim is the author of "Controller as Business Manager", "AICPA's Annual Update for Controllers", "Strategic Planning: A Simplified and Workable Approach for Private Companies", and "AICPA's Controllership: 25 Critical Lessons from the Trenches." Jim also authored and was part of the AICPA video and course, "Minimizing the Effects of a Recession on Your Business." He is a contributing author of the AICPA course "The Fast Close, Soft Close, Virtual Close? Now Days not Weeks." Jim is a 6-time recipient of the AICPA's Outstanding Discussion Leader Award.


Peter Margaritis


Peter Margaritis, CPA, CGMA, CSP, is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity.

Peter works with financial professionals to help adapt their mindset and believes that strong communication skills are the most effective way of delivering technical knowledge and building strong business relationships.

The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strategy promotes a better connection with customers and clients leading to higher profits and higher retention of employees.

Peter has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms, and national and state associations.

Peter earned his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at THE Ohio Dominican University in Columbus, OH.

Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website (petermargaritis.com) to watch his videos and read his promotional resources which include a variety of magazine articles, along with his weekly blog.

Peter lives in Westerville, OH with his wife, 17-year-old son, and two Labrador retrievers. His passion is his family and improvisation, along with a love of humor, and at times he performs both improv and stand-up comedy.


Ed Robinson


Ed Robinson, CPA, CSP, is a highly recognized international speaker, business-growth coach, and author. A “recovering CPA” with an engaging personality, Ed has a wealth of experience and is a proven leader. His audiences leave with a renewed commitment to professionalism and success.

President and CEO of Robinson Performance Group with over 30 years’ experience in professional service organizations, Ed provides unique growth strategies and leadership consulting to businesses. Many of his clients experience a dramatic increase in revenue production by applying his ideas and teachings.

Ed is a certified professional speaker (CSP), a designation of the International Federation of Professional Speakers. Only 10% of its members have earned this prestigious designation. Having spoken in over 25 countries, Ed is sought after globally for his speaking, coaching, and rainmaking techniques.